Adviser power2
Work as fast as you can think. Get real-time modelling and SoA generation with integrated advice fulfilment and reviews. Simple, intuitive, and scalable, it’s a joy to use.
The modelling is efficient, robust and up-to-the-minute. Advisers see optimum recommendations instantly – while talking with their client. The SoA is generated at the push of a button, and fulfilment takes just one click.
The console is brilliantly simple, and is scalable from intra-fund-only, to full service financial advice.
Following leads from the ClientConsole, advisers simply open a screen, with the contact details, financial data and strategies – that the client or prospect has already entered, and this creates a natural conversation starter for rapid client engagement.
One step:
- Client fact-finding
- Financial modelling
- SoA generation
- Advise fulfilment
- Outputs as ‘Your Brand’ SoA.
- Infinite graphic customisation
- Data duplication is removed
- Peer reviews are redundant
- Processing is real-time
